See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,163 | $153,311-67.3% | $109,313-54.1% | $273,961-81.7% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | -3.67% | 29.86%-33.5pp | 22.07%-25.7pp | 41.45%-45.1pp |
| Employer contribution / active EE | $963 | $5,619-82.9% | $3,892-75.3% | $4,869-80.2% |
| Participant deferral / active EE | $8,593 | $3,932+118.5% | $3,166+171.4% | $5,287+62.5% |
| Admin fee / account holder | $16,667 | $8,076+106.4% | $5,666+194.1% | $10,132+64.5% |